PONTE PARTNERS MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
317629

Firm profile

FINTRX

Overview

Ponte Partners Management, LLC is organized as a limited liability company and is classified in regulatory records as an "Other Investment Adviser." The firm is owner-operated (individual owner type) and does not identify itself as a capital allocator or an ESG-focused manager. It is not registered as a multistate adviser and is not labelled a newly formed adviser in the available data. Public-facing details about fee schedules, client types, or day-to-day advisory activities are not provided. The firm’s footprint in the data is concentrated: its disclosed activity centers on managing a private investment vehicle rather than operating a broad retail advisory platform. It is not listed as a pension consultant or as a related adviser to another registered entity.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • LILIAN MURRAY

    Managing PartnerCRD 1305216

  • GHIA GRIARTE

    Managing PartnerCRD 4632253

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
1 Embarcadero Ctr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth